Global Infrastructure
With a long history in researching, investing and trading in global utilities, energy, and telecommunications securities, Duff & Phelps is a premier manager in the emerging infrastructure asset class. Our progression into transportation infrastructure securities is a natural extension of the research and portfolio management capabilities at Duff & Phelps. Our infrastructure strategy is based on the construction of portfolios that reflect the attractive risk/return profile of the asset class. We adhere to strict sector and security selection criteria, ensuring that we only invest in “appropriate infrastructure” companies.
Duff & Phelps has recently authored a white paper entitled, “Infrastructure Investing, An Opportunity That May Be Too Large to Ignore.” The paper covers a wide variety of topics of potential interest to investors, including the definition of infrastructure and its financial characteristics; how “appropriate infrastructure” is distinguished from other types of infrastructure; and an explanation for the ongoing surge in infrastructure investment opportunities. The paper’s key points include:
- Global infrastructure investment needs are projected to exceed $65 trillion over the 30 years ending 2030.
- Given expanding populations, years of infrastructure underinvestment and rising repair and replacement costs, governments now need private investment capital in order to fulfill their responsibilities as fiduciaries of the public good.
- Infrastructure has recently emerged as a separate asset class and is now recognized as one of several alternative investment strategies.
- Infrastructure stands out among other alternative asset classes due to its discrete multi-sector composition and its unique and desirable investment profile.
The white paper can be obtained by contacting Barry Cope at (312) 917-6545.